Uplinq Inc
Uplinq Inc Benefits Overview
Compensation + Benefits
Offers dental insurance
Offers vision insurance
Offers health insurance
Offers life insurance
Offers supplemental life insurance
Recently posted jobs
Professional Services • Analytics • Financial Services
Lead client onboarding: run setup calls, configure Uplinq and QuickBooks Online, resolve integrations and messy books, oversee junior specialists, manage many concurrent client timelines, escalate scope or timeline issues, and coordinate handoffs with Sales, Accounting, and Tax.
Professional Services • Analytics • Financial Services
Own client onboarding after sale: run discovery calls, configure Uplinq and QuickBooks Online (integrations/troubleshooting), clean and import data, manage many concurrent onboarding timelines, escalate scope or risk early, find practical workarounds, and hand off accounts to Accounting/Tax teams.
